Amundi
MORN icon

Amundi’s Morningstar MORN Stock Holding History

Amundi’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Sell
1,767
-8
-0.5% -$1.39K ﹤0.01% 1876
2026
Q1 		$300K Buy
1,775
+377
+27% +$70K ﹤0.01% 1743
2025
Q4 		$304K Buy
+1,398
New +$303K ﹤0.01% 1647
2025
Q3 		– Sell
-162,681
Closed -$50.5M – 1649
2025
Q2 		$50.5M Buy
162,681
+161,968
+22,716% +$47.9M 0.02% 559
2025
Q1 		$207K Sell
713
-15
-2% -$4.72K ﹤0.01% 1670
2024
Q4 		$235K Sell
728
-192,048
-100% -$65.6M ﹤0.01% 1705
2024
Q3 		$64.6M Buy
192,776
+761
+0.4% +$236K 0.02% 497
2024
Q2 		$57.9M Buy
192,015
+192,000
+1,280,000% +$56.8M 0.02% 487
2024
Q1 		$4.39K Hold
15
– – ﹤0.01% 1941
2023
Q4 		$4.12K Hold
15
– – ﹤0.01% 1980
2023
Q3 		$3.38K Hold
15
– – ﹤0.01% 1989
2023
Q2 		$2.95K Hold
15
– – ﹤0.01% 2013
2023
Q1 		$3.03K Hold
15
– – ﹤0.01% 2032
2022
Q4 		$3.57K Hold
15
– – ﹤0.01% 1863
2022
Q3 		$3K Buy
+15
New +$3.57K ﹤0.01% 1817

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi's MORN Position: Q2 2026 in Review

Amundi reduced its Morningstar (MORN) stake by 0.45% in Q2 2026, selling an estimated $1.39K and leaving 1,767 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Amundi first reported a position in MORN in Q3 2022 and has held it in 15 quarters since. The position peaked at $64.6M in Q3 2024. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Amundi held 1,767 shares of Morningstar worth $276K as of Q2 2026.
  • Amundi sold 8 Morningstar shares in Q2 2026, an estimated $1.39K.
  • Morningstar made up ﹤0.01% of Amundi's portfolio in Q2 2026, its #1876 holding.
  • Amundi first reported a position in Morningstar in Q3 2022 and has held it in 15 quarters since.
  • Amundi's Morningstar position peaked at $64.6M in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.